Account Executive - Financial Services
New
B
BrilliantBranded Products
Remote USFull-TimeMiddle
SalaryBase salary $70,000-80,000 plus commission with OTE of $115,000-$135,000
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Job Details
- Required Skills
- Business DevelopmentAccount ManagementLead GenerationCRM
Requirements
- Deep experience within fintech or the broader financial services sector.
- Demonstrated ability to build relationships, influence decisions, and drive outcomes.
- Existing network and credibility within financial services.
- Proven track record of building and growing client relationships while meeting or exceeding revenue targets.
- Strong consultative selling skills with the ability to identify client needs and deliver tailored solutions.
- Exceptional communication, negotiation, and presentation skills.
- Highly organized with strong strategic thinking and problem-solving abilities.
- Proficiency in CRM software.
- Comfort engaging senior, fast-moving, and detail-oriented stakeholders.
Responsibilities
- Identify and engage new business opportunities across the financial services sector through prospecting and consultative sales.
- Leverage existing network to reach buyers in Brand/Marketing, People/Recruiting, Events, and Investor Relations.
- Conduct consultative discovery, product demonstrations, and negotiations tailored to financial services processes.
- Serve as the primary relationship owner for new clients, driving retention and account expansion.
- Develop strategic account plans that navigate multiple stakeholders and compliance-conscious standards.
- Collaborate with internal teams to ensure seamless execution and exceptional client experiences.
- Provide market and client insights back to product and marketing teams.
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